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Disclosery

SPEM SPDR INDEX SHS FDS

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SHS (fund)

992 managers (1,006 13F filers) reported a position in SPEM shares at 2026-03-31, 251,979,737 shares in all. 73 filers opened a position and 56 filers sold out during the quarter.

Managers
992
13F filers
1,006
New
73
Added
441
Reduced
309
Sold out
56
Shares held by filers
251,979,737

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Hibernia Wealth Partners, LLC13,245$621K0.18%new13F-HRTimeline
Y-Intercept (Hong Kong) Ltd13,187$619K0.01%013F-HRTimeline
Symphony Financial, Ltd. Co.13,239$610K0.08%+17513F-HRTimeline
Westfuller Advisors, LLC12,718$597K0.26%+7,30113F-HRTimeline
SUMMITRY LLC12,671$594K0.02%013F-HR/ATimeline
Dynamic Financial Group12,501$586K0.48%+1,39913F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…12,485$586K0.04%013F-HRTimeline
River Street Advisors LLC12,420$583K0.2%+29813F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC12,393$581K0.41%+67313F-HRTimeline
Gilman Hill Asset Management, LLC12,250$575K0.09%013F-HRTimeline
Post Resch Tallon Group Inc.12,134$571K0.46%-30013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp12,165$571K<0.01%-256,33913F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV12,121$569K0.03%+1,75713F-HRTimeline
Stanich Group LLC11,950$561K0.43%-83513F-HRTimeline
MATHER GROUP, LLC.11,943$560K0.01%+1,67613F-HRTimeline
Hilltop Partners LLC11,915$559K0.14%-33713F-HRTimeline
DRAVO BAY LLC11,892$558K0.23%-21113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC11,883$557K<0.01%+11,77913F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\11,831$555K<0.01%-7,24713F-HRTimelineGroup
Foundation Wealth Management, LLC\PA11,824$555K0.2%013F-HRTimeline
Advance Capital Management, Inc.11,797$553K0.02%013F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.11,794$553K<0.01%13F-HRTimelineGroup
Three Bearings Fiduciary Advisors, Inc.11,788$553K0.54%-25013F-HRTimeline
Hill Investment Group Partners, LLC11,754$551K0.06%013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC11,639$546K0.09%-57213F-HRTimeline
WARNER FINANCIAL, INC11,544$542K0.19%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…11,496$539K0.02%-7,02313F-HR/ATimelineGroup
Life Planning Partners, Inc11,466$538K0.41%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding11,365$533K-76Timeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO11,342$532K<0.01%013F-HRTimelineGroup
OLD SECOND NATIONAL BANK OF AURORA11,165$524K0.11%-313F-HRTimeline
Strategic Investment Advisors / MI10,911$512K0.04%+3,21213F-HRTimeline
Wallace Advisory Group, LLC10,905$512K0.55%-42,29413F-HRTimeline
Gambit Capital Management, LLC10,890$511K0.37%+2,67113F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.10,841$509K0.03%+6113F-HRTimelineGroup
Summit Trail Advisors, LLC10,820$508K0.01%+25413F-HRTimeline
Resurgent Financial Advisors LLC10,750$504K0.18%-1,01313F-HRTimeline
Fortitude Financial, LLC10,649$500K0.26%-28,62613F-HRTimeline
Stonebridge Financial Group, LLC10,504$493K0.04%-85113F-HRTimeline
Brooklyn Investment Group10,407$488K0.02%+4,66313F-HRTimeline
Destination Wealth Management10,291$483K0.01%-29213F-HRTimeline
4WEALTH ADVISORS, INC.10,517$478K0.41%+5813F-HRTimeline
Owen LaRue, LLC10,193$478K0.18%+1,80013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC10,177$477K0.21%+2,64113F-HR/ATimeline
Strategies Wealth Advisors, LLC10,140$476K0.05%013F-HRTimeline
Cooksen Wealth, LLC10,128$475K0.35%-28013F-HRTimeline
WealthPlan Investment Management, LLC10,076$473K0.03%013F-HRTimeline
Baltimore-Washington Financial Advisors…10,005$469K0.02%+82613F-HRTimeline
Urban Financial Advisory Corp9,962$467K0.17%013F-HRTimeline
Powers Advisory Group, LLC9,935$466K0.16%+4,84213F-HRTimeline
Bahl & Gaynor LLC9,935$466K<0.01%+17513F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC9,900$464K0.03%013F-HRTimelineGroup
WIREGRASS INVESTMENT MANAGEMENT LLC9,898$464K0.38%+10913F-HRTimeline
Keener Financial Planning LLC9,763$457K0.19%013F-HRTimeline
Claro Advisors Inc.9,732$457K0.05%-6213F-HRTimeline
Landmark Wealth Management, LLC9,657$453K0.12%+1,29313F-HRTimeline
ACT Advisors, LLC.9,653$453K0.19%-40513F-HRTimeline
TSA Wealth Managment LLC9,648$453K0.15%013F-HRTimeline
SkyOak Wealth, LLC9,539$447K0.08%-4013F-HRTimeline
Csenge Advisory Group9,509$446K0.02%+91413F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC9,507$446K<0.01%013F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.9,457$444K0.32%+513F-HRTimeline
TFB Advisors LLC9,421$442K0.23%+43413F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC9,395$441K0.08%+36513F-HRTimeline
HUB Investment Partners, LLC9,343$438K0.01%new13F-HRTimeline
TSG Advice Partners, LLC9,339$438K0.07%-813F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC9,333$438K0.03%+37513F-HRTimeline
Golden State Wealth Management, LLC9,313$437K0.05%-1,40213F-HRTimeline
Greystone Financial Group, LLC9,238$433K0.12%-4,45313F-HRTimeline
Breakwater Investment Management9,199$432K0.16%+4,03413F-HRTimeline
Wescott Financial Advisory Group, LLC9,178$431K0.04%+1,78113F-HRTimeline
Forbes Financial Planning, Inc.9,132$428K0.25%013F-HRTimeline
First Heartland Consultants, Inc.9,124$428K0.03%+25613F-HRTimeline
MGO ONE SEVEN LLC9,085$426K0.01%-6,18813F-HRTimeline
Hopwood Nicholas Hunter9,070$425K0.14%+29813F-HRTimeline
Carroll Advisory Group, LLC9,004$422K0.16%-1,62613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP8,944$420K<0.01%+1,06313F-HRTimelineGroup
FreeGulliver LLC8,736$410K0.17%+1,86613F-HRTimeline
Pinnacle Family Advisors, LLC8,725$409K0.19%-7713F-HRTimeline
Insight Advisors, LLC/ PA8,690$408K0.08%+4513F-HRTimeline
Manhattan West Asset Management, LLC8,668$407K0.08%013F-HRTimeline
Richard W. Paul & Associates, LLC8,596$403K0.14%+12813F-HRTimeline
BlueChip Wealth Advisors LLC8,596$403K0.18%+3,42313F-HRTimeline
RCS Financial Planning, LLC8,497$399K0.21%+2,93413F-HRTimeline
FSM Wealth Advisors, LLC8,490$398K0.05%+12213F-HRTimeline
QUADRANT CAPITAL GROUP LLC8,459$397K0.01%+4913F-HR/ATimeline
Kelly Financial Services LLC8,432$396K0.1%-113F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…8,375$393K0.01%-61113F-HRTimeline
Clarity Capital Advisors, LLC8,373$393K0.18%013F-HRTimeline
Rossby Financial, LCC8,302$391K0.08%+5,93113F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…8,326$391K0.01%+17213F-HRTimelineGroup
Curi Capital, LLC8,319$390K0.01%+1513F-HRTimeline
Autumn Glory Partners, LLC8,275$388K0.14%-5,98013F-HRTimeline
Redmond Asset Management, LLC8,273$388K0.11%+9713F-HRTimeline
PFG Advisors8,261$388K0.02%-2,54113F-HRTimeline
Cyndeo Wealth Partners, LLC8,195$384K0.02%013F-HRTimeline
Weitzel Financial Services, Inc.8,186$384K0.14%+37713F-HRTimeline
Davis Wealth Advisors, LLC8,160$383K0.32%-213F-HRTimeline
Sovran Advisors, LLC7,443$381K0.03%-1,52013F-HRTimeline
FSA Advisors, Inc.8,105$380K0.25%-4,99213F-HRTimeline
Firestone Capital Management8,003$375K0.08%013F-HRTimeline
Waterloo Capital, L.P.7,978$374K0.03%-1,08313F-HRTimeline
E&G Advisors, LLC7,938$372K0.08%+613F-HRTimeline
Kesler, Norman & Wride, LLC7,921$372K0.06%+2,43813F-HRTimeline
Sterling Wealth Management, Inc.7,905$371K0.1%-6513F-HRTimeline
Lantz Financial LLC7,891$370K0.08%013F-HRTimeline
KM Capital Management Ltd.7,066$369K0.25%-1,76213F-HRTimeline
Legacy Wealth Advisors, LLC7,840$368K0.19%013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC7,793$366K0.09%-1,78613F-HRTimeline
Virtue Capital Management, LLC8,039$366K0.06%+39113F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC7,200$365K0.16%+32313F-HRTimeline
Vertex Planning Partners, LLC7,753$364K0.07%-75,75413F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC7,735$363K0.11%-14313F-HRTimeline
BRIGHTON JONES LLC7,650$359K0.01%new13F-HR/ATimeline
E6 Portfolios, LLC7,550$354K0.37%+89513F-HRTimeline
Clear Retirement Advice LLC7,457$350K0.27%013F-HRTimeline
Destiny Capital Corp/CO7,445$349K0.19%013F-HRTimeline
Trek Financial, LLC7,429$349K0.02%-1,29313F-HRTimeline
Chicago Partners Investment Group LLC6,759$345K0.01%new13F-HRTimeline
Hutchens & Kramer Investment Management…7,343$344K0.11%-24013F-HRTimeline
Secure Asset Management, LLC7,318$343K0.05%-3513F-HRTimeline
BCI SECURITIES, INC.7,271$341K3.36%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC7,246$340K0.01%+2,50313F-HRTimeline
Wilkerson Advisory Group LLC7,196$338K0.12%-6913F-HRTimeline
Empirical Financial Services, LLC d.b.a…7,156$336K0.01%-37613F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…7,154$336K0.04%-55713F-HRTimeline
Gerald Baker Financial Group LLC7,130$334K0.11%13F-HR/ATimeline
WHITTIER TRUST CO OF NEVADA INC7,100$333K0.01%013F-HRTimeline
True Vision MN LLC7,012$329K0.17%+31513F-HRTimeline
Professional Financial Advisors, LLC6,984$328K0.07%-8,04513F-HRTimeline
Focus Financial Network, Inc.6,943$326K0.01%+113F-HRTimeline
CABOT WEALTH MANAGEMENT INC6,938$325K0.04%-1,68413F-HRTimeline
Wealth Advisors Northwest LLC6,888$323K0.14%-34813F-HRTimeline
Accurate Wealth Management, LLC6,525$321K0.04%-14413F-HRTimeline
Castleview Partners, LLC6,809$319K0.16%+1,11613F-HRTimeline
SIMA Wealth Partners, LLC6,752$317K0.24%-113F-HRTimeline
Fortis Capital Advisors, LLC6,742$316K0.04%-1113F-HRTimeline
Barnes Wealth Management Group, Inc6,722$315K0.16%+1,14913F-HRTimeline
Financial Plan, Inc.6,719$315K0.03%-68013F-HRTimeline
GERMAN AMERICAN BANCORP, INC.6,711$315K0.03%013F-HRTimeline
Financial Guidance Group, Inc.6,688$314K0.13%013F-HRTimeline
GWN SECURITIES INC.6,634$311K0.06%+56513F-HRTimeline
Donalies Financial Planning, LLC6,571$308K0.26%013F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …6,493$305K0.05%-12513F-HRTimeline
KPP Advisory Services LLC6,438$302K0.04%+7513F-HRTimeline
APS Management Group, Inc.6,390$300K0.26%-2913F-HRTimeline
High Net Worth Advisory Group LLC6,331$297K0.07%013F-HRTimeline
Graetz Wealth LLC6,330$297K0.27%-10013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC6,320$296K0.23%-30013F-HRTimeline
Narus Financial Partners, LLC6,290$295K0.08%+47213F-HRTimeline
Kelman-Lazarov, Inc.6,272$294K0.04%+20313F-HRTimeline
Ethic Inc.6,239$293K<0.01%new13F-HRTimeline
SAX WEALTH ADVISORS, LLC6,239$292K0.01%013F-HRTimeline
WHITTIER TRUST CO6,220$292K<0.01%013F-HRTimeline
Astoria Strategic Wealth, Inc.6,177$290K0.07%-3113F-HRTimeline
Thrive Wealth Management, LLC6,118$287K0.04%+7313F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS6,077$285K0.13%+1513F-HRTimeline
Aspect Partners, LLC6,074$285K0.12%013F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC6,068$285K0.04%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…5,990$281K<0.01%+1,30613F-HRTimelineGroup
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…5,895$277K0.1%new13F-HRTimelineGroup
Connecticut Wealth Management, LLC5,830$273K0.01%new13F-HRTimeline
J2 Capital Management Inc5,743$269K0.18%+36213F-HRTimeline
Trust Co5,723$268K0.03%+1,20413F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.5,657$265K0.01%new13F-HRTimelineGroup
Triad Wealth Partners, LLC5,593$262K0.02%-64713F-HRTimeline
Fragasso Financial Advisors Inc5,546$260K0.02%-70713F-HRTimeline
Venture Visionary Partners LLC5,513$259K0.01%new13F-HRTimeline
Cogent Private Wealth, Inc.5,511$259K0.19%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC5,500$258K0.01%+2513F-HRTimeline
Truepoint, Inc.5,474$257K0.01%+1,18413F-HRTimeline
FC Advisory LLC5,410$254K0.07%+10813F-HRTimeline
Qube Research & Technologies Ltd5,276$247K<0.01%new13F-HRTimeline
True North Advisors, LLC5,275$247K0.03%-83713F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC5,257$247K0.1%+20613F-HRTimeline
Vawter Financial, Ltd.5,254$246K0.1%013F-HR/ATimeline
MITCHELL CAPITAL MANAGEMENT CO5,195$244K0.04%013F-HRTimeline
Pacific Excel Wealth Advisors, Inc.5,183$243K0.26%+17113F-HRTimeline
D.A. DAVIDSON & CO.5,175$243K<0.01%+23413F-HRTimeline
IFG Advisors, LLC5,142$241K0.04%013F-HRTimeline
Wealthfront Advisers LLC5,141$241K<0.01%-9413F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV5,139$241K0.23%+70413F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC5,119$240K0.02%new13F-HRTimelineGroup
Private Wealth Asset Management, LLC5,100$239K0.03%013F-HRTimeline
Van Diest Capital, LLC5,077$238K0.19%+12213F-HRTimeline
Western Reserve Capital Management, LLC5,021$236K0.19%-3513F-HRTimeline
Balentine LLC5,013$235K0.01%-3,15413F-HRTimeline
JGP Wealth Management, LLC4,992$234K0.02%+5213F-HRTimeline
Tilson Financial Group, Inc.4,980$234K0.07%-41513F-HRTimeline
Abound Wealth Management4,941$232K0.05%+17613F-HRTimeline
Gunpowder Capital Management, LLC dba O…4,920$231K0.18%-1,04713F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV4,910$230K0.03%013F-HRTimeline
Hobbs Group Advisors, LLC4,898$230K0.07%+1813F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…4,885$229K<0.01%013F-HRTimelineGroup
Lutz Financial Services LLC4,828$226K0.02%013F-HRTimeline
OFS Enterprise LLC4,809$226K0.07%13F-HRTimeline
Mayflower Financial Advisors, LLC4,799$225K0.03%new13F-HRTimeline
MSH Capital Advisors LLC4,775$224K0.05%013F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC4,732$222K0.03%013F-HRTimeline
Security Financial Services, INC.4,695$220K0.03%-78913F-HRTimeline